Axis Momentum Fund Regular - IDCW Payout
Axis Momentum Fund Regular - IDCW Payout: Mutual Fund Overview
Axis Momentum Fund Regular - IDCW Payout is an Thematic mutual fund with over 1.25 years of performance history. The scheme manages an AUM of ₹1070.89 Cr and has a NAV of ₹8.6. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 8.72%.
Equity, Thematic, Principal at very high risk
1 Year Return 8.72% at 12 Mar 2026 09:11 PM
Fund Details
NAV 8.6
Sub-Type Thematic
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 1.25
Fund Size(in Crores) 1070.89
Fund Performance
1 Month -6.52%
3 Month -5.9%
6 Month -4.44%
1 Year 8.72%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.89%) Market Cap Small Cap 1 Mid Cap 74.05 Large Cap 24.84 Top Sectors Financial 21.44 Capital Goods 12.01 Services 11.91 Automobile 10.53 Healthcare 8.06 Construction 6.57 Technology 6.55 Consumer Staples 4.99 Chemicals 4.81 Energy 4.52 Metals & Mining 3.37 Communication 2.88 Materials 1.26 Textiles 0.99 Top Holding Persistent Systems 2.52 PI Industries 1.24 Lupin 2.73 Supreme Industries 1.26 Yes Bank 1.78 Oberoi Realty 0.88 The Federal Bank 3.61 Oracle Financial Services Software 0.81 NMDC 1.38 SRF 1.82 Godrej Properties 1.26 Colgate-Palmolive (India) 1.45 IDFC First Bank 2.38 UPL 1.75 Oil India 1.29 Ashok Leyland 2.96 Aurobindo Pharma 1.67 Jubilant FoodWorks 1 NHPC 1.17 Fortis Healthcare 2.41 Marico 2.04 HDFC AMC 2.69 Bharat Heavy Electricals 1.89 Prestige Estates Projects 1.15 Indian Railway Catering & Tourism 0.84 Bharat Forge 2.5 Mankind Pharma 1.25 Coforge 1.94 Polycab India 2.22 Indus Towers 2.88 Tube Investments Of India 1.44 Dabur India 1.5 Hero Motocorp 3.63 Page Industries 0.99 Suzlon Energy 2.54 GMR Airports 1.76 APL Apollo Tubes 1.99 Cummins India 3.24 The Phoenix Mills 1.52 SBI Cards 1.14 One97 Communications 2.18 Indusind Bank 3.09 Hindustan Petroleum Corporation 2.06 Dixon Technologies (India) 2.12 AU Small Finance Bank 2.65 Muthoot Finance 1.76 Mphasis 1.28 PB Fintech 2.47 Max Financial Services 2.34 BSE 5.42
Debt & Others (0.11%) Sector Allocation Repo 0.3 Net Payables -0.19 Debt Credit Ratings Debt Category Others 0.11
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%
Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -7.74% Ret 1Y 15.13% Ret 3Y 22.0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -7.74% Ret 1Y 15.13% Ret 3Y 22.0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.22%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Karthik Kumar
Education Mr. Kumar has done M.B.A, C.F.A, (USA) & B.E (Mechanical)
Experience Prior to joining Axis Mutual Fund he has worked with SilverTree Hong Kong and Asiya Investment, Hong Kong
Nandik Mallik
Education Mr. Mallik holds B.Tech degree and has also done PGDM (IIM Calcutta) and MS- Finance (London Business School).
Experience Prior to joining the Axis MF, he was working with Avendus Capital Public Markets Alternate Strategies LLP, ICICI Prudential Asset Management Company Ltd, Edelweiss AMC, DC India Capital, Credit-Suisse (London), BNP Paribas (London), NM Rothschild (Mumbai) and Fair Isaac (Bangalore).
Mayank Hyanki
Education Mr. Hyanki has done B.Tech and PGDM, Finance
Experience Prior to joining Axis Mutual Fund, he has worked with Reliance, Birla Sun Life Asset Management Company Ltd and ING Investment Management (I) Pvt Ltd
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 55
Date of Incorporation 2024-12-12
Total AUM 366904.0
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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